Tag: Atria
Atria Wealth Solutions Buys Broker-Dealer with $11 Billion AUA
Atria Wealth Solutions Inc., a wealth management holding company, has closed the acquisition of Western International Securities Inc, an independent broker-dealer based in Pasadena,...
Atria’s Sorrento Pacific Adds $1 Billion Team
Sorrento Pacific Financial LLC, an independent wealth management firm and subsidiary of Atria Wealth Solutions, has added Pennsylvania-based Schorn Wealth Management, a team of...
Atria Wealth Solutions Adds General Counsel to Executive Team
Atria Wealth Solutions, Inc. (Atria), a wealth management holding company, has hired Patricia Solfaro as general counsel.
In this executive management role, Solfaro will focus...
Atria Wealth Solutions to Acquire NEXT Financial
Atria Wealth Solutions Inc., a wealth management holding company with subsidiaries that serve independent financial advisors and financial institutions, has agreed to acquire NEXT...
Atria Wealth Solutions Acquires Cadaret Grant
Atria Wealth Solutions, a wealth management holding company, has closed the acquisition of Cadaret, Grant & Co. Inc. The terms were not disclosed.
Founded in...
